Hi Macomo,
Generally there are two ways, workflow and Javascript.
- The advantage of workflow is that it is simple to set up and has no code. The disadvantage is that it only works when the record is saved.
- The advantage of Javascript is that it is triggered immediately when the field is changed, which is earlier than the time when the record is saved. The disadvantage is that it requires coding.
Here I introduce how to use the workflow in this case.
Go to Advanced Settings > Processes, new. Select Workflow and Opportunity. Uncheck "Run this workflow in the background".
In the workflow editor, select Scope to Organization, check Record fields change and Record is created. Then select the Account lookup field.
Add step Update Record.
Click Set Properties, then use the Form Assistant on the right to inset the dynamic values of Account.
Finally activate the workflow.
In this way, when you create an opportunity, or change the Account lookup field and save the opportunity, the fields value of Account will be mapped to the opportunity.
